Dimensional Etf Trust shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 84k | 31.89 |
| 2025-06-30 | $2.6M | 86k | 29.99 |
| 2025-03-31 | $2.4M | 88k | 27.05 |
| 2024-12-31 | $3.3M | 127k | 26.21 |
| 2024-09-30 | $4.2M | 149k | 28.46 |
| 2024-06-30 | $4.2M | 151k | 27.50 |
| 2024-03-31 | $4.6M | 178k | 25.96 |
| 2023-12-31 | $43M | 1.7M | 25.20 |
| 2023-09-30 | $36M | 1.5M | 23.67 |
| 2023-06-30 | $36M | 1.5M | 24.37 |
| 2023-03-31 | $34M | 1.4M | 23.38 |
| 2022-12-31 | $29M | 1.3M | 22.61 |
More positions owned by Heritage Financial Services
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